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Mt. Pleasant
1106 Chuck Dawley Blvd.
Mt. Pleasant, SC 29464
West Ashley
1941 Savage Rd, 100E
Charleston, SC 29407
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Employment Opportunities

Financial Counselor

Area:  Reimbursement

General Statement of Duties:  Meet with and counsel patients regarding past due bills and new patient billing questions. Work with collection agency to evaluate potential cases. Handle patient phone calls regarding bills. Assist with charge ticket reconciliation. Coordinate services required for attorneys.

Reporting/Supervisory Relationship:  Finance Manager

Typical Physical Demands:  Sitting, standing, walking, bending, stooping, twisting, reaching overhead and lifting up to 40lbs.  Manual dexterity, speech, hearing and visual acuity needed for preforming duties.

Typical Working Conditions:  Busy office environment.  Works with public, physicians and patients.

Essential Job Duties:

  1. Provides financial Counseling:
    1. Meet with patients to discuss financial policy.
    2. Implement patient payment plans when necessary.

  2. Insurance Processing:
    1. Assist finance department when necessary
    2. Assist in coordinating claims rejection errors and in the correction process
    3. Post surgery charges

  3. Billing and Financial
    1. Answer any questions or correspondence concerning billing and collections.
    2. Answer physician questions regarding financial problems with patients.
    3. Establish payment plans with patients and serve as a financial counselor.
    4. Provide financial analysis for patients having surgery and work with attorneys on settling cases and receiving payments.
    5. Pre-cert special surgical procedures (eg. Charite’) when needed.
    6. Post payments and charges to accounts when needed.
    7. Bill attorneys for questionnaires, narratives, etc.

  4. Administrative:
    1. Assist Reimbursement Manager in  devising and implementing billing and collection policies and procedures.
    2. Work with other areas of practice to ensure a smooth encounter for patients from start to finish.
  1.          a.   Evaluates accounts on monthly basis in order to turn to collection agency.
             b.   Readies accounts for collection agency, close charts and identify charts.


             c.   Provides an interface with agency personnel.

Other Job Duties:

      1. Attend all monthly staff meetings, HIPAA and OSHA training.
      2. Reports any perceived hazards to their supervisor or OSHA Safety Officer.
      3. Attend billing and collections seminars and workshops.     

Job Knowledge, Skills and Abilities

3 years experience in the insurance field, medical office preferred. Knowledge of coding ICD-9 and CPT. Effective interpersonal skills. Excellent verbal and written communication skills. Basic math and accounting skills. Pleasant telephone voice and manner. Knowledge of office business machines. Basic data entry and typing skills. Medic knowledge helpful. Ability to multi-task, self motivated, team player, and attention to detail required.

Education:  High School or one year related experience

Experience: Previous experience in a physicians office preferred, but not required.

License:   N/A

Americans With Disability Act Statement
External and internal applicants who become disabled must be able to perform the essential job functions, either unaided, or with assistance of a reasonable accommodation. To be determined on a case-by-case basis.

Disclaimer Statement
This job description is intended to outline the general nature and level of work performed.
It is not intended to be construed, as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified.


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